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Kondo Wealth Advisors

Latest statistics and disclosures from Kondo Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AVUV, VGIT, AVDV, IDEV, and represent 58.08% of Kondo Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CVNA, VGIT, ITOT, IDEV, DFSD, AVUV, VTIP, MU, AVDV, KLAC.
Started 10 new stock positions in MU, LRCX, AMD, TDIV, GS, INTC, KLAC, GE, TSM, DFAI.
Reduced shares in these 10 stocks: SUSB, CVLC, , CVX, , LOW, DFIV, BAC, DFUV, CVIE.
Sold out of its positions in CVX, XOM, LOW, MA.
Kondo Wealth Advisors was a net buyer of stock by $11M.
Kondo Wealth Advisors has $299M in assets under management (AUM), dropping by 12.63%.
Central Index Key (CIK): 0002070929

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Positions held by Kondo Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 75 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	18.0	$54M	+3%	328k	164.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	13.0	$39M		312k	124.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	9.8	$29M	+6%	497k	58.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	8.7	$26M		253k	103.05	View chart
Ishares Tr Core Msci Intl (IDEV)	8.6	$26M	+4%	289k	89.01	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.3	$19M		465k	40.64	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	5.2	$16M	+5%	327k	47.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.7	$11M	+4%	219k	50.23	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	2.9	$8.7M		107k	81.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.8	$8.5M		157k	54.02	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.6	$7.7M		141k	55.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$5.4M		66k	82.34	View chart
Apple (AAPL)	1.3	$3.8M		13k	289.41	View chart
Cathay General Ban (CATY)	1.0	$3.1M		51k	61.99	View chart
Carvana Cl A (CVNA)	1.0	$3.0M	+1105%	45k	65.82	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.7	$2.1M		22k	96.33	View chart
NVIDIA Corporation (NVDA)	0.7	$2.1M	+4%	10k	200.09	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.6	$1.8M	-12%	71k	24.99	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.6M		22k	69.90	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.4M	+2%	18k	77.92	View chart
Amazon (AMZN)	0.5	$1.4M		5.7k	238.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.3M		45k	29.43	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.2M		15k	82.84	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.4	$1.1M		15k	73.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M		1.5k	749.08	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M	+6%	3.0k	373.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.1M		7.2k	148.31	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$920k		23k	40.68	View chart
United Parcel Svcs CL B (UPS)	0.3	$914k		8.5k	107.51	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$899k		12k	76.71	View chart
Caterpillar (CAT)	0.3	$810k		761.00	1064.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$806k	+5%	2.3k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$772k	+2%	2.2k	353.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$695k	+8%	944.00	736.60	View chart
JPMorgan Chase & Co. (JPM)	0.2	$685k		2.1k	327.53	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.2	$684k	-14%	8.0k	85.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$679k		7.0k	96.58	View chart
Broadcom (AVGO)	0.2	$670k	+3%	1.8k	377.75	View chart
Tesla Motors (TSLA)	0.2	$659k	+4%	1.6k	420.60	View chart
Walt Disney Company (DIS)	0.2	$650k		6.7k	96.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$647k		2.2k	300.48	View chart
Marsh & McLennan Companies (MRSH)	0.2	$644k		3.9k	166.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$630k	-2%	1.3k	500.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$552k		5.8k	95.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$550k		737.00	746.77	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.2	$520k	-31%	5.5k	94.48	View chart
Meta Platforms Cl A (META)	0.2	$494k	-9%	877.00	563.29	View chart
Micron Technology (MU)	0.1	$447k	NEW	387.00	1154.29	View chart
Astrazeneca Ord (AZN)	0.1	$446k		2.4k	189.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$407k	+5%	15k	26.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$406k	+300%	3.3k	124.20	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$402k		9.3k	43.08	View chart
Costco Wholesale Corporation (COST)	0.1	$401k		428.00	936.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$383k	-2%	1.6k	242.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$370k		9.5k	38.79	View chart
Wells Fargo & Company (WFC)	0.1	$361k		4.4k	82.64	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$343k		6.4k	53.81	View chart
Eli Lilly & Co. (LLY)	0.1	$323k	+4%	269.00	1200.14	View chart
Cisco Systems (CSCO)	0.1	$309k	+2%	2.6k	117.46	View chart
Kla Corp Com New (KLAC)	0.1	$305k	NEW	1.0k	301.71	View chart
Advanced Micro Devices (AMD)	0.1	$290k	NEW	499.00	580.91	View chart
Verizon Communications (VZ)	0.1	$285k	+6%	6.7k	42.34	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$259k	NEW	542.00	477.57	View chart
Bank of America Corporation (BAC)	0.1	$258k	-36%	4.5k	56.99	View chart
Wal-Mart Stores (WMT)	0.1	$254k		2.2k	113.30	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.1	$244k		4.9k	49.73	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$244k	NEW	2.1k	114.88	View chart
Johnson & Johnson (JNJ)	0.1	$242k	+3%	952.00	254.22	View chart
Goldman Sachs (GS)	0.1	$237k	NEW	234.00	1011.37	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$229k		5.7k	40.13	View chart
Intel Corporation (INTC)	0.1	$228k	NEW	1.6k	139.63	View chart
Ge Aerospace Com New (GE)	0.1	$216k	NEW	579.00	373.73	View chart
Home Depot (HD)	0.1	$214k	-2%	606.00	352.92	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$212k	NEW	5.1k	41.26	View chart
Lam Research Corp Com New (LRCX)	0.1	$204k	NEW	470.00	433.33	View chart

Past Filings by Kondo Wealth Advisors

SEC 13F filings are viewable for Kondo Wealth Advisors going back to 2025

Kondo Wealth Advisors 2026 Q2 filed July 21, 2026
Kondo Wealth Advisors 2026 Q1 filed May 11, 2026
Kondo Wealth Advisors 2025 Q4 filed Jan. 30, 2026
Kondo Wealth Advisors 2025 Q3 filed Nov. 5, 2025
Kondo Wealth Advisors 2025 Q2 filed July 29, 2025
Kondo Wealth Advisors 2024 Q4 filed June 11, 2025
Kondo Wealth Advisors 2025 Q1 filed June 11, 2025

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